Aigen Investment Management’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,320
| Closed | -$473K | – | 1070 |
|
|
2024
Q4 | $473K | Sell |
4,320
-10,003
| -70% | -$1.1M | 0.08% | 346 |
|
|
2024
Q3 | $1.13M | Sell |
14,323
-415
| -3% | -$32.8K | 0.22% | 130 |
|
|
2024
Q2 | $1.08M | Buy |
14,738
+2,499
| +20% | +$182K | 0.21% | 131 |
|
|
2024
Q1 | $1.04M | Buy |
12,239
+3,979
| +48% | +$337K | 0.23% | 136 |
|
|
2023
Q4 | $839K | Buy |
+8,260
| New | +$839K | 0.15% | 193 |
|
|
2022
Q2 | – | Sell |
-2,276
| Closed | -$269K | – | 748 |
|
|
2022
Q1 | $269K | Buy |
2,276
+429
| +23% | +$50.7K | 0.05% | 405 |
|
|
2021
Q4 | $244K | Buy |
+1,847
| New | +$244K | 0.02% | 864 |
|
|
2021
Q1 | – | Sell |
-2,784
| Closed | -$255K | – | 917 |
|
|
2020
Q4 | $255K | Sell |
2,784
-5,434
| -66% | -$498K | 0.03% | 594 |
|
|
2020
Q3 | $458K | Buy |
+8,218
| New | +$458K | 0.06% | 423 |
|
|
2020
Q2 | – | Sell |
-18,721
| Closed | -$605K | – | 1330 |
|
|
2020
Q1 | $605K | Sell |
18,721
-13,173
| -41% | -$426K | 0.08% | 371 |
|
|
2019
Q4 | $1.34M | Buy |
+31,894
| New | +$1.34M | 0.22% | 116 |
|